IN THE UTAH COURT OF APPEALS
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Prosper, Inc.,
Petitioner,
v.
Department of Workforce
Services, Workforce Appeals
Board; and Katrina E. Iversen,
Respondents.
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Original Proceeding in this Court
Attorneys: Daniel J. Anderson, Provo, for Petitioner
Suzan Pixton, Salt Lake City, for Respondent
Department of Workforce Services
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Before Judges Billings, McHugh, and Orme.
ORME, Judge:
¶1 Prosper, Inc. petitions for review of the Workforce Appeals
Board's decision affirming the award of unemployment benefits to
Katrina Iversen. Prosper argues that the Board erroneously
applied the "residuum rule" in concluding that Prosper failed to
sustain its burden of proof because Prosper relied exclusively on
hearsay evidence. We agree with Prosper that the Board
misapplied the residuum rule.
BACKGROUND
¶2 Prosper is a Utah company that provides, among other
services, long distance financial education services and
products, including individual phone sessions with "financial
coach[es]." Iversen began working for Prosper as a financial
coach in March 2005 and provided one-on-one financial coaching to
Prosper "students."1 Initially, Iversen was allowed to work
primarily from home, and she did so from March until September
2005.
¶3 On September 9, 2005, Iversen was advised, in writing, that
her work performance was unsatisfactory. As part of this
Employee Disciplinary Warning, Prosper informed Iversen that she
needed improvement in four specific areas. First, she was asked
to "[i]mprove[] management of [her] students and schedule."
Second, she needed to "[r]espond to all student communications
within 24 h[ou]rs." Third, "[a]ll coaching [needed] to be done
from [the] Prosper coaching office." Fourth, she needed to
"[b]egin regular monitoring of other coach's sessions." The
written warning also notified Iversen that "[f]ailure to correct
the items listed above may result in other disciplinary action up
to and including termination." Following a face-to-face meeting
with Jason Coulam, Prosper's Executive Vice President for
Fulfillment, Iversen signed her acknowledgment of the written
warning.
¶4 After the written warning was issued, Iversen still
occasionally worked from home. Prosper continued to track
customer complaints about Iversen through its Customer Management
System (CMS). When a customer registered a complaint about
Iversen, a Prosper employee would document the complaint by
entering it into the CMS. In addition, some customers would
directly email their complaints, which were then entered into the
CMS. After receiving numerous complaints about Iversen, Prosper
made the decision to terminate her, and she was officially
terminated in late February 2006. Prosper maintains that
Iversen's continued violation of the performance criteria set
forth in the written warning was the reason for her termination.
¶5 On February 27, 2006, Iversen filed for unemployment
insurance benefits. The initial Workforce Services adjudicator
concluded that "[j]ust cause [for termination] is shown and
[unemployment] benefits are denied." Iversen appealed the
initial decision to a Department of Workforce Services
administrative law judge (ALJ). In preparation for the hearing,
Tim Peterson, Prosper's Human Resources Manager, created a
spreadsheet listing the complaints against Iversen that had been
documented in the CMS (the CMS spreadsheet). The CMS spreadsheet
was then presented at the hearing as evidence of Iversen's poor
performance record, justifying her termination. According to the
CMS spreadsheet, complaints about Iversen were received from
eleven people between early September 2005 and February 21, 2006.
The ALJ received evidence regarding customer complaints
registered against Iversen, including the CMS spreadsheet and
direct testimony from Prosper employees Jason Coulam, Tim
Peterson, and Lorin Hardy.2 Iversen testified in her own behalf.
¶6 The ALJ reversed the initial adjudicator and awarded
unemployment benefits, assessing the cost of Iversen's benefits
to Prosper. The ALJ reasoned that the direct testimony offered
on Prosper's behalf and the CMS spreadsheet all constituted
hearsay and, therefore, that Prosper "offered no firsthand
evidence or otherwise competent legal evidence to establish that
[Iversen] was guilty of the job performance issues alleged
against her." As a result, the ALJ concluded that Prosper "has
not established a final incident of culpable conduct requiring
[Iversen's] termination[,]" and that Iversen was therefore
entitled to unemployment benefits.
¶7 On May 9, 2006, Prosper filed an appeal with the Board, see
Utah Code Ann. § 35A-4-508(4) (2005), which affirmed the ALJ's
decision, adopting the ALJ's "reasoning and conclusions of law
. . . in full." Prosper subsequently filed a request for
reconsideration. See id. § 63-46b-13(1)(a) (2004). When the
Board denied that request, Prosper timely filed a petition for
review with this court. See id. § 35A-4-508(8) (2005).
ISSUE AND STANDARD OF REVIEW
¶8 Prosper argues that the Board erred in concluding that
Prosper only presented hearsay evidence during the hearing and in
refusing to premise its findings on what Prosper believes was
competent evidence.3 Under the Utah Administrative Procedures
Act (UAPA), this court may grant relief where "a person seeking
judicial review has been substantially prejudiced [because] . . .
the agency has erroneously interpreted or applied the law." Id.
§ 63-46b-16(4)(d) (2004). The determination of whether evidence
constitutes hearsay is a question of law that we review for
correctness. See State v. Olsen, 860 P.2d 332, 335 (Utah 1993).
ANALYSIS
¶9 Generally speaking, an individual is ineligible for
unemployment benefits if he or she is discharged for just cause.
See Utah Code Ann. § 35A-4-405(2)(a) (2005); Utah Admin. Code
R994-405-201 (2006). To establish that a discharge was for just
cause, an employer must prove three elements: culpability,
knowledge, and control on the part of the employee. See Utah
Admin. Code R994-405-202 (2006). In affirming the ALJ's
decision, the Board concluded that Prosper failed to sustain its
burden of proof regarding these three elements. More
specifically, the Board concluded that Prosper provided
"insufficient legally competent evidence" by relying exclusively
on hearsay evidence at the hearing. We disagree.
¶10 Under UAPA, "[h]earsay evidence is clearly admissible in
administrative hearings." Mayes v. Department of Employment
Sec., 754 P.2d 989, 992 (Utah Ct. App. 1988). See also Utah
Admin. Code R994-508-109(9) (2006) ("Oral or written evidence of
any nature, whether or not conforming to the rules of evidence,
may be accepted and will be given its proper weight."). It is
also true, however, that "[u]nder the residuum rule, 'findings of
fact . . . must be supported by a residuum of legal evidence
competent in a court of law.'" Mayes, 754 P.2d at 992 (quoting
Yacht Club v. Utah Liquor Control Comm'n, 681 P.2d 1224, 1226
(Utah 1984)).
¶11 We recognize that we have sometimes used imprecise language
in the past when talking about the residuum rule. Thus, in
Mayes, we said that "under the residuum rule, 'findings of fact
cannot be based exclusively on hearsay evidence.'" Id. at 992
(emphasis in original) (citation omitted). While it is true that
findings of fact must be supported by a residuum of legally
competent evidence, and therefore cannot be based solely on
inadmissible hearsay, it is equally true that hearsay can
constitute legally competent evidence. In Mayes, then, we should
have clarified that findings of fact "cannot be based exclusively
on inadmissible hearsay evidence" because admissible hearsay
evidence is "evidence competent in a court of law." This point
was explicitly made in Industrial Power Contractors v. Industrial
Commission, 832 P.2d 477 (Utah Ct. App. 1992), where we pointed
out that the claimant's medical records, although hearsay, "would
have been admissible in a court of law . . . as an express
exception to the hearsay rule," id. at 479, and that "[t]he
residuum rule requires that findings be supported by a residuum
of legally competent evidence, not that they be supported by
'non-hearsay' evidence," id. at 480. "Certain hearsay is
admissible in a court of law and is therefore legally competent."
Id. See, e.g., Utah R. Evid. 803(1), (2) (providing that present
sense impressions and excited utterances, while hearsay, "are not
excluded by the hearsay rule").
¶12 It is also true that statements that appear on the surface
to be hearsay sometimes are not. Hearsay evidence is defined as
"a statement, other than one made by the declarant while
testifying at the trial or hearing, offered in evidence to prove
the truth of the matter asserted." Utah R. Evid. 801(c).
Accordingly, if an out of court statement is offered for some
other purpose--e.g., to prove that it was made and not for its
truth--it is not hearsay.
¶13 At the Board hearing, Prosper provided both testimony from
its employees and the CMS spreadsheet as evidence that Iversen
continued to be the subject of customer complaints after the
written warning was issued, thus providing Prosper with just
cause for her termination. This evidence was not hearsay because
it was not introduced for the truth of the matter asserted--i.e.,
that the customer complaints were true--but simply to prove that
the complaints had been made. Cf. Kelley v. Airborne Freight
Corp., 140 F.3d 335, 346 (1st Cir.) ("We agree that a customer
complaint offered to show, for example, that a decisionmaker had
notice of the complaint, rather than to prove the specific
misconduct alleged in the complaint, is not barred by the hearsay
rule."), cert. denied, 525 U.S. 932 (1998). Prosper offered
evidence of customer complaints about Iversen not to establish
the truth of any particular complaint, but simply to show she was
the object of numerous customer complaints and thus an employee
who did not perform satisfactorily.4 Accordingly, the evidence
was not hearsay and should have been considered by the Board in
making its factual findings regarding whether Prosper met its
burden of proof.5
¶14 We conclude that the Board erred in failing to consider the
testimony that complaints were made and the related CMS
spreadsheet. Accordingly, we reverse and remand for the entry of
new factual findings, which may be based on the non-hearsay
evidence offered by Prosper as well as on any other legally
competent evidence, including admissible hearsay. Once those
findings are made, the Board shall enter an appropriate order in
view of those findings.
______________________________
Gregory K. Orme, Judge
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¶15 WE CONCUR:
______________________________
Judith M. Billings, Judge
______________________________
Carolyn B. McHugh, Judge
notes:
1 Prosper often refers to customers who participate in the
telephone coaching services as "students."
2 Prosper now asserts that there was sufficient evidence to
support Iversen's termination for the attendance violations
presented by her continued insistence on working from home, but
Tim Peterson testified that Prosper would not have fired Iversen
just for "telecommuting" and that customer complaints were the
main reason for Iversen's discharge. Accordingly, we address
only the evidence regarding customer complaints.
3 Prosper also argues that the Board erred by misapplying the
business records exception of the hearsay rule, see Utah R. Evid.
803(6), to the CMS spreadsheet. We conclude, however, that the
direct testimony and the CMS spreadsheet were improperly excluded
under rule 801(c), see id. 801(c), and therefore reverse on other
grounds. Accordingly, it is unnecessary for us to consider
whether the CMS spreadsheet constitutes an admissible business
record.
4 One reality of the workplace is that customer satisfaction
is largely a subjective matter. If an employer gets repeated
complaints that an employee is rude, for instance, the employer
may properly terminate the employee, even if in some absolute
sense the employee has good manners and merely "appears" rude to
customers. That complaints are made is the real problem from the
employer's standpoint--not whether the complaints are "true" in
the usual sense. See, e.g., Knezevic v. Hipage Co., 981 F. Supp.
393, 395-96 (E.D.N.C. 1997) (holding, in the context of pregnancy
discrimination case, that numerous customer complaints about
employee, along with other less significant problems, constituted
"legitimate, non-discriminatory reasons for the employment
[termination] decision," and that employee failed to rebut
employer's showing even though employee offered comments from her
former supervisor to the effect that "she was an exemplary
employee").
5 The Board argues that admitting customer complaints as nonhearsay
under rule 801(c), see Utah R. Evid. 801(c), violates
Iversen's due process right to confront witnesses. We have
already ruled that if evidence is presented for some purpose
other than to prove the truth of the matter asserted, a party is
not denied any due process rights when that evidence is admitted.
See In re G.Y., 962 P.2d 78, 86 (Utah Ct. App. 1998) ("Because
the out-of-court statements were not admitted for the truth of
the matter asserted, appellant was not denied any opportunity to
confront or cross-examine the declarant."). Moreover, Iversen
had the opportunity to confront the witnesses who recounted that
complaints were made.